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Connecticut Small Business Spotlight: Ridgeline Financial Partners LLC

Each month, we profile a Connecticut small business, showcasing the ingenuity and innovation driving the stateÔÇÖs economy. For August, we spoke with Matthew Carbray, a managing member and certified financial planner at Avon-based Ridgeline Financial Partners LLC.

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About Ridgeline Financial Partners LLC

Ridgeline Financial Partners LLC was founded in 2002 by Matthew Carbray, a certified financial planner (CFP) and managing member of the company. With a team of eight dedicated employees, Ridgeline Financial Partners provides financial planning services to individuals and business owners in Connecticut. Their expertise helps clients achieve their financial goals and turn their dreams into reality. The company prides itself on developing close relationships with clients, becoming an extension of their family, and serving as a trusted advisor to their business.

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Ridgeline Financial Partners LLC: A History of Success

Ridgeline Financial Partners LLC has a rich history rooted in the family’s financial expertise. Matthew Carbray’s grandfather, Sal Amenta, played a significant role in inspiring him to enter the financial planning industry. Even during challenging times, such as the aftermath of 9/11, Carbray embraced the opportunity to make a positive impact in the industry.

Connecticut: The Ideal Location for Ridgeline Financial Partners

Choosing Connecticut as the base for Ridgeline Financial Partners LLC was a natural choice for Carbray. Born in Newington, he has a deep connection to the state. Carbray firmly believes in Connecticut’s value proposition and competitiveness, making it an ideal location for his business to thrive.

Advantages of Operating in Connecticut

Ridgeline Financial Partners LLC benefits from operating in Connecticut due to the abundance of closely-held businesses in need of exit and succession planning services. This unique advantage enables them to provide specialized assistance to clients looking to transition or pass on their businesses successfully. Additionally, Connecticut boasts a well-educated populace, which enhances the company’s ability to deliver high-quality financial services.

Giving Back to the Community

Ridgeline Financial Partners LLC believes in the importance of giving back to the community. Matthew Carbray personally dedicates significant time to various organizations, serving as a trustee, board member, and committee member. Carbray’s philanthropic values were instilled in him by his father and grandfather, emphasizing the importance of making a positive impact.

The Future of Ridgeline Financial Partners LLC

Ridgeline Financial Partners LLC envisions significant growth in the coming years. They aim to double in size within five years by expanding their client base, increasing the number of employees, and managing a larger volume of assets. The company’s long-term plan includes sustained growth and continued commitment to providing exceptional financial planning services.

Addressing Challenges for Business Competitiveness

Ridgeline Financial Partners LLC faces an ongoing challenge in the form of Connecticut’s property tax environment. Sustaining a competitive business in this context requires policymakers to evaluate and implement effective measures to alleviate the burdens imposed by property taxes.

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